Nicole
Renaux

Pioneer Wealth Management Group

CRD#6751043
Investment Advisor
in Austin, TX

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About this Advisor

Nicole Renaux is a financial advisor based in Austin, Texas, working with Pioneer Wealth Management Group. Nicole has previously held positions at Morgan Stanley, Black Star Co-Op, Morgan Stanley Private Bank, National Association, and Pioneer Wealth Management Group. Nicole has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Nicole is part of Pioneer Wealth Management Group, which operates out of Austin, Texas. The firm has 2 offices and 8 employees. The firm manages assets totaling $214.8 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and other services. The fee structure at Pioneer Wealth Management Group includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

800 W 5Th St Unit 100-B
Austin, TX 78703

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Pioneer Wealth Management Group Brokerage Details

Total Assets Under Management

$214,811,994

TX Average: $3,042,739,679
Total Number of Employees

8

TX Average: 49
Total Number of Accounts

1,195

TX Average: 2,315
Average Account Size

$179,759

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other

Nicole Renaux Work History

2019 - Present (5 years)

Pioneer Wealth Management Group

2017 - 2019 (2 years)

Morgan Stanley

2017 - 2019 (2 years)

Morgan Stanley Private Bank, National Association

2011 - 2017 (6 years)

Black Star Co-Op

Disclosures

Please visit the SEC profile of Nicole Renaux to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Pioneer Wealth Management Group

Daphne Jordan
Austin, TX
Ian Tennant
Austin, TX
Anthony Guzman
Austin, TX
Shirley Sanchez
Austin, TX
Nicole Renaux
Austin, TX
April Busby
Austin, TX
Milad Taghehchian
Austin, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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